Reports and KPIs Guide

Transcription

1 Reports and KPIs Guide

2 Enterprise CRM, version 2.9 US 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording, storage in an information retrieval system, or otherwise, without the prior written permission of Blackbaud, Inc. The information in this manual has been carefully checked and is believed to be accurate. Blackbaud, Inc., assumes no responsibility for any inaccuracies, errors, or omissions in this manual. In no event will Blackbaud, Inc., be liable for direct, indirect, special, incidental, or consequential damages resulting from any defect or omission in this manual, even if advised of the possibility of damages. In the interest of continuing product development, Blackbaud, Inc., reserves the right to make improvements in this manual and the products it describes at any time, without notice or obligation. All Blackbaud product names appearing herein are trademarks or registered trademarks of Blackbaud, Inc. All other products and company names mentioned herein are trademarks of their respective holder. ReportsandKPIs 2011

3 Contents APPEAL REPORTS Appeal Profile Report Appeal Package Performance Report Appeal Performance Report Appeal Period Comparison Report Appeal Revenue by Constituency Report Appeal Mailing Performance Report Appeal Mailing Indirect Responses Report Appeal Mailing Unresolved Responses Report Appeal Mailing Revenue Report BATCH ENTRY REPORTS Batch Control Report Batch Exception Report Revenue Batch Validation Report CONSTITUENT REPORTS Profile Reports Constituent Profile Report Constituent Recognition Credit Report Giving Level Program Report Tribute Reports Constituent Tributes Report Tribute Revenue Report Industry Analysis Reports Individual Industry Segmentation Report Organization Industry Segmentation Report Committee Fundraising and Giving Report External Constituent List Exception Report Recognition Program Reports Recognition Revenue Report Recognition Count Report Advocacy Action Item Detail Report EVENT REPORTS

4 Event Profile Report Event Summary Report Event Comparison Report Event Revenue Report Seating Summary Report Team Fundraising by Team Report Team Fundraising by Event Report Auction Summary Report Auction Detail Report Auction Comparison Report FUNDRAISING REPORTS Campaign Recognition Credit Report Campaign Priority Report Campaign Summary Report Hierarchical Campaign Summary Report Designation Progress Report Decapitalization Fund Report Fundraising Effectiveness Project (FEP) Benchmarking Comparison Report Fundraising Hierarchy Progress Report Fundraising Hierarchy Summary Report Fundraising Purpose Profile Report Fundraising Purpose Revenue Report Giving Level Program Report Naming Opportunity Availability Report Naming Opportunity Recognition Report Solicitor Revenue Report Stewardship Report VSE Survey Report LIST REPORTS List Performance Report List Profile Report List Summary Report MARKETING EFFORT REPORTS Ask Ladder Response Report Breakeven Analysis Report Export Definition File Layout Report Finder File Counts Report Indirect Responses Report Marketing Exclusions Report Marketing Record Counts Report

5 Marketing Revenue Report Marketing Schedule Report Marketing Summary Report Membership Renewal Efforts Report Removed Member Counts Report Segmentation Summary Report Segmented House File Counts Report Selection Brief Report Source Analysis Response Report Source Code Performance Report Unresolved Responses Report MAJOR GIVING REPORTS Prospect Plan Analysis Planned Gift Detail Report Prospect Plan Follow Up Report Opportunity Pipeline Report MEMBERSHIP REPORTS Membership Conversion Report Membership Renewal Report Membership Count Report Benefits List Membership Revenue Report Membership Projected Revenue Report Membership Statistics Comparison Report Membership Appeals Report PLANNER REPORTS Plan Status Report Plan Income Forecast Report Planned Marketing Effort Profile Report Planner Income Outlook Report REVENUE REPORTS Account Distribution Report Activity Report Adjustment History Report Adjusted Revenue Report Constituent Recognition Credit Report Exception Report for Generate Payments Processes Lockbox Reconciliation

6 Matching Gift Claim Summary Report Post Revenue to General Ledger Reports Pre post Report Post to GL Report Post to GL Exception Report Post to GL Included Transactions Detail Report Projected Income Report Recognition Credits Report Reconcile Deposits Report Recurring Gift Missed Payment Report Revenue Annual Statement Report Revenue by Payment Method Report Revenue Detail Group/Household Report Revenue Detail Report Revenue Dynamics Report Revenue Recognition Credits Report SEGMENT REPORTS Average Gift Comparison Report Package Performance Report Retention and Attrition Report White Mail Segment Summary Report SPONSORSHIP REPORTS Affiliate Sponsorships Child Inventory Project Inventory Sponsors Report Sponsorship Acquisition Sponsorship Cancellation Sponsorship Operations Sponsorship Past Due Sponsorship Revenue Sponsorship Upgrade Report Sponsorship Report TREASURY REPORTS Deposit Report Miscellaneous Payments Report Receipt for Miscellaneous Payment Report Tasks VOLUNTEER REPORTS

7 Volunteer Schedule Report Job Schedule Report (for all jobs) Job Schedule Report (for a single job) Daily Schedule Report Volunteer Performance Summary Report MANAGE REPORTS Report Model Generator Create Report Models Edit Report Models Delete Report Models Report Explorer System Reports and Report Parameter Sets Create Report Parameter Sets Run Reports from Report Explorer Save Report Parameter Set Create a Report Snapshot Add Shortcuts to Access Reports Create Tasks for Reports KEY PERFORMANCE INDICATORS KPI Workflow System Roles Involved in the KPI Process Types of KPIs Access KPI KPI Definitions Prospects KPIs Manage KPIs Add KPI Instances Edit a KPI Instance Delete a KPI Instance Generate Values for a KPI Instance Create a Windows Scripting File to Generate KPI Values Create a Job Schedule to Generate KPI Values Create Yahoo! Widgets for a KPI Instance Manage RSS Feed Assign KPI Permissions Import and Export KPI Definitions KPI Instance Record Goal Status Goal Status History Recent Status History Job Schedules

8 KEY PERFORMANCE INDICATOR DASHBOARD View KPI Dashboards Customize KPI Dashboard View Web Dashboard Manage KPIs Export KPI Dashboards from in the Program WEB DASHBOARD Blackbaud Dashboard Page Site Options Folder Options Add Pages Page Options Edit Pages Add Parts Add Connections Open In Browser REPORT OPTIONS The Report Toolbar MICROSOFT EXCEL ADD IN Set Up Microsoft Excel Add In Data Options in Excel INDEX

9 chapter 1 Appeal Reports Appeal Profile Report Appeal Package Performance Report Appeal Performance Report Appeal Period Comparison Report Appeal Revenue by Constituency Report Appeal Mailing Performance Report Appeal Mailing Indirect Responses Report Appeal Mailing Unresolved Responses Report Appeal Mailing Unresolved Responses Report Appeal reports help you evaluate the performance of your efforts to communicate with your constituents to raise funds. You can generate and view several reports to determine and compare the effectiveness of your appeals, appeal mailings, and communication plans. Appeal Profile Report The Appeal Profile report shows information about an appeal such as designations, benefits, associated mailings, and revenue information. To run the report from Marketing and Communications or an appeal record, click Appeal profile under Reports. When you run the report from Marketing and Communications, you must search for and select the appeal for which to generate the report. After you select the appeal, the Appeal Profile page appears. Note: To access the Appeal Profile report from Analysis, click Appeal reports. On the Appeal reports page, click Appeal profile.

10 2 C HAPTER 1 To run the report, select the type of information to include and click View Report in the parameter area. If you select Revenue Summary, the report displays the total amount of revenue, the total number of gifts, and the average gift amount received in response to the appeal. If you select Gift History, the payments associated with the appeal and applied toward donations, pledge installments, and recurring gift payments appear. For each payment, you can view the constituent, date, and amount associated the revenue. To view the applications of a payment, click the plus sign (+). For each application, you can view the designation and amount associated with the revenue. Note: Under Revenue Summary, the Total revenue field displays the total amount of all revenue transactions associated with the appeal. Under Gift History, the Amount column displays only the amount of each transaction applied toward donations, pledge installments, or recurring gift payment. Therefore, the sum of the amounts under Gift History may not equal the total revenue amount. You can print the report or export it in several different formats. Appeal Package Performance Report The appeal package performance report includes performance statistics for appeal packages including the number of pieces mailed, number of gifts received, response percentage, total revenue, average gift, and revenue per piece.

11 APPEAL REPORTS 3 To run the report from Analysis, click Appeal reports. On the Appeal reports page, click Appeal package performance. The Appeal Package Performance page appears. In the Appeal selection and Gift selection fields, select which appeal and gift selections to include in the report and click Refresh. You can group the results by appeals or packages. You can print the report or export it in several different formats.

12 4 C HAPTER 1 Appeal Performance Report The Appeal Performance report provides information about the effectiveness of your appeals. When you generate the report, you can select to view information about a single appeal or multiple appeals. You can filter the appeals and revenue information included in the report by various criteria, such as the appeal s category or the date of the revenue transactions. You can also select to organize the results by the associated designations or the revenue generated by each mailing. You can select whether to view cost information about the appeals or generate charts to represent the comparison of multiple appeals. To access the Appeal Performance report from Marketing and Communications, click Appeal performance under Reports. To run the report, select the criteria of the appeals to include in the report and the information to generate and click View Report.

13 APPEAL REPORTS 5 On the Appeal filters tab, select the appeals to include in the report. You can include all appeals, an appeal selection created in Query, or a specific appeal. If you select Appeal selection or Specific appeal, click the binoculars to search for and select the appeal or selection of appeals to include. You can also select the criteria of the selected appeals to include, such as category or report code. Note: To compare the effectiveness of only two appeals, you can also use the Appeal Period Comparison Report. With this report, you can compare two separate appeals during like time periods, such as by quarter of their respective fiscal years. For information about this report, see Appeal Period Comparison Report on page 6.

14 6 C HAPTER 1 To filter the revenue associated with the appeals included in the report by the dates of the transactions, select the Revenue filters tab and enter the start and end dates of the transactions to include. On the Display options tab, select whether to display the revenue associated with each designation or mailing of the selected appeals. You can also select whether to display cost information for the appeals and generate charts to represent the comparison of multiple appeals. Under Appeal Revenue Summary, the report displays which of the selected appeals have the highest and lowest response rates and average gifts. Under Appeal Revenue Performance, the report provides a detailed breakdown of the revenue performance of each selected appeal, including the goal amount, the total raised toward the goal, the total received toward the appeal, the number of constituents solicited through the appeal, and the response rate. If you select Break down by designation, you can also view the performance of each designation associated with the appeals. If you select Break down revenue by mailing, the report provides a detailed breakdown of the revenue performance of each selected appeal by mailing, including the total received as a response to each mailing and the response rate and average gift amount for each mailing. If you select Display appeal cost, the report displays a summary of the total cost of the selected appeals. Under Appeal Cost Summary, you can view highlights of positive performance and potentially negative performance of the selected appeals with revenue transactions, such as based on return on investment (ROI). Under Appeal Cost Performance, the report provides a detailed breakdown of the cost performance of each appeal with revenue transactions, including the number of mailings, total raised, cost, and profit. If you select Include charts, the report provides graphs to represent the total raised toward the goal, average gift amount, and response rate of each appeal. If you select both Include charts and Display appeal cost, the report provides graphs to represent information such as the ROI percentage and total raised compared to total cost of each appeal with revenue transactions. With these graphs, you can quickly compare the effectiveness of multiple appeals. You can print the report or export it in several different formats. Appeal Period Comparison Report The Appeal Period Comparison report compares the effectiveness of two separate appeals during like time periods. For example, you can use this report to compare two separate annual appeals by quarter of their respective fiscal years. The report includes all pledges and all payments toward donations and recurring gifts received for each appeal during their respective years. Each appeal must have an established start date. The report does not include any revenue received after the first year of an appeal.

15 APPEAL REPORTS 7 When you generate the report, you can select whether to base the comparison on the calendar or fiscal year and by which interval. You can also select whether the charts generated by the report display running totals during the selected time period of the appeals. To access the Appeal Period Comparison report from Analysis, click Appeal reports. On the Appeal reports page, click Appeal period comparison. The Appeal Period Comparison Report page appears. Note: To compare the effectiveness of multiple appeals, you can also use the Appeal Performance Report. You can include all appeals or a selection of appeals in this report, such as to compare overall effectiveness. For information about this report, see Appeal Performance Report on page 4. To run the report, select the appeals, years, and time period to compare and click View Report. The report compares the performance of the selected appeals over one year from their respective start dates. The comparison displays the total revenue received and the number of donors and gifts received for each appeal at the selected intervals. The report also generates charts to quickly compare the number of gifts and total revenue received for each appeal during each interval. If you select Use running totals, the charts display graphs to represent the totals over the selected intervals. You can print the report or export it in several different formats.

16 8 C HAPTER 1 Appeal Revenue by Constituency Report The Appeal Revenue by Constituency report provides information about the effectiveness of your appeals by constituency response. When you generate the report, you can select to include information about a single appeal or about multiple appeals, such as to compare effectiveness. To access the report from Analysis, click Appeal reports. On the Appeal reports page, click Appeal revenue by constituency. The Appeal Revenue by Constituency Report page appears. To run the report, select the appeals to include in the report and click View Report. You can include all appeals, an appeal selection created in Query, or a specific appeal. If you select Appeal selection or Specific appeal, click the binoculars to search for and select the appeal or selection of appeals to include. The report displays a breakdown of the constituencies of the constituents who responded to the selected appeals. For each appeal, you can view how many constituents of each constituency responded and the revenue amount received from each constituency. You can also break down the revenue received from each constituency by revenue type such as payments and pledges. You can print the report or export it in several different formats.

17 APPEAL REPORTS 9 Appeal Mailing Performance Report The Appeal Mailing Performance report provides information about the effectiveness of your activated appeal mailings. When you generate the report, you can select to view information about a single mailing or multiple mailings.you can select whether to view cost information about the mailings or generate charts to represent the comparison of multiple mailings. To access the Appeal Mailing Performance report from the record of an appeal mailing, click Appeal mailing performance under Reports. To run the report, select the appeal mailings to include in the report and the information to generate and click View Report.

18 10 C HAPTER 1 Under Revenue summary, the report displays the selected mailings that have the highest and lowest response rates and average gifts. Under Revenue detail, the report provides a detailed breakdown of the performance of each mailing, including the total revenue raised, total number solicited, total number of donors and payments, response rate, and average donation amount. If you select Include cost information, the report displays which of the selected mailings have the highest and lowest return on investment (ROI). Under Cost summary, the report provides the cost performance of the mailings, including the total raised, cost, profit, and budget remaining. Under Cost detail, the report provides a detailed breakdown of the cost performance of each mailing, including the total revenue raised, cost, profit, and budget remaining. If you select Include charts, the report provides graphs to represent the total raised, average gift amount, and response rate of each mailing. If you select both Include cost information and Include charts, the report provides graphs to represent the ROI percentage and total raised compared to total cost of each mailing. With these graphs, you can quickly compare the effectiveness of multiple mailings. You can print the report or export it in several different formats. Appeal Mailing Indirect Responses Report The Indirect Responses report provides detailed information about responses from donors who did not receive the appeal mailing, but gave a gift that was associated with the appeal mailing anyway. As long as they are unresolved, these gifts cannot be credited to a specific mailing. The gift is associated with the appeal itself, but not a specific appeal mailing. This report is available from an appeal mailing, under Reports. Appeal Mailing Unresolved Responses Report The Unresolved Responses report provides detailed information about responses from donors who received the appeal mailing, but gave a gift that was associated to the appeal, but not the specific mailing. As long as they are unresolved, these gifts cannot be credited to a specific mailing. The revenue is counted toward the appeal, but not toward the specific mailing. This report is available from an appeal mailing, under Reports. Appeal Mailing Revenue Report The Revenue report displays the revenue a specific mailing generates for your organization. Revenue from unresolved or indirect responses to the appeal mailing is not counted toward the appeal mailing; however, that revenue is counted toward the appeal itself. This report is available from an appeal mailing, under Reports.

19 chapter 2 Batch Entry Reports Batch Control Report Batch Exception Report Revenue Batch Validation Report Several reports are available to help you track the records entered in a batch and correct the exceptions generated when you commit a batch. Batch Control Report If, on the Commit parameters screen, you mark Create control report, you can view a control report after you commit the batch to the database. The Batch Control Report lists the records in the batch that were committed to the database and provides information about each record. The information that appears depends on the type of batch selected. For example, a control report for a revenue batch displays the number and properties of the batch and calculates the total count and monetary amount of the payments, pledges, and recurring gifts in the batch. By default, a revenue batch control report is sorted to reflect the order of the batch, but you can click on the column headers to change the sort. At the bottom of the report, the time and date the report was generated, the user who generated the report, and the report page number and count appear.

20 12 C HAPTER 2 You can view the Batch Control Report from the Batch Entry page or the commit status page of the batch. From the commit status page, select Reports, View control report from the menu bar. From the Batch Entry page, select the batch in the Committed Batches tab and click View control report on the action bar. The Report Viewer screen appears and displays the Batch Control Report. To close the Report Viewer screen, click the red X in the upper right corner. Batch Exception Report When you commit a batch to the database, the batch commit status page appears and displays the number of records that did and did not commit to the database. Records that did not commit are called exceptions. The Batch Exception Report contains information about the records that did not commit to the database and explains why each record did not commit. The information that appears depends on the type of batch selected. For example, an exception report for a revenue batch displays the number and properties of the batch and calculates the total count and monetary amount of the payments, pledges, and recurring gifts in the batch. At the bottom of the report, the time and date the report was generated, the user who generated the report, and the report page number and count appear. You can view the Batch Exception Report from the Batch Entry page or the commit status page of the batch. From the commit status page, select Reports, View exception report from the menu bar. From the Batch Entry page, select the batch in the Committed Batches tab and click View exception report on the action bar. The Report Viewer screen appears and displays the Batch Exception Report. To close the Report Viewer screen, click the red X in the upper right corner. Revenue Batch Validation Report For a revenue batch, the Revenue Batch Validation Report displays the number and properties of the batch; calculates the total count and monetary amount of the payments, pledges, recurring gifts, and matching gift claims in the batch; and lists the transactions entered the batch. For revenue update batches, the Revenue Batch Validation Report compares the values of each of the fields in the batch with what is already in the database and tells you which fields are being changed in the batch, what the previous value was, and what the new value is.

21 B ATCH ENTRY REPORTS 13 For each transaction listed, the report provides the constituent associated with the transaction, the revenue type, the amount of the revenue, the date associated with the transaction, and the designations to which the revenue is applied. By default, a revenue batch validation report is sorted to reflect the order of the batch, but you can click on the column headers to change the sort. At the bottom of the report, the time and date the report was generated, the user who generated the report, and the report page number and count appear. You can view the Revenue Batch Validation Report for a revenue batch from the Batch Entry page or the batch data entry screen. On the Batch Entry page, select the batch on the Uncommitted batches tab and click Validation report on the action bar. The Revenue Batch Validation Report appears. To return to the Batch Entry page, click Back on the navigation bar. On the data entry screen of the revenue batch, select File, View navigation report on the menu bar. The Report Viewer screen appears and displays the Revenue Batch Validation Report. To close the Report Viewer screen, click the red X in the upper right corner.

22 14 C HAPTER 2

23 chapter 3 Constituent Reports Profile Reports Constituent Recognition Credit Report Giving Level Program Report Tribute Reports Industry Analysis Reports Committee Fundraising and Giving Report External Constituent List Exception Report Recognition Program Reports Advocacy Action Item Detail Report You can generate several reports for a constituent, such as a constituent profile report and reports about constituent tributes. Profile Reports Profile reports summarize information contained in your constituent records.

24 16 C HAPTER 3 Constituent Profile Report In a constituent profile report, you can select to include an assortment of detailed constituent information. A constituent profile can be helpful, such as to present a constituent summary to your board members or Solicitors. To access the report, click Constituent profile report under Reports. The Constituent Profile Report page appears. Note: To access a constituent profile report from Analysis, you can click Constituent reports and then Constituent profile. The Constituent Search screen appears so you can search for a constituent for whom to display the Constituent Profile Report page.

25 CONSTITUENT REPORTS 17 You can select the information about the constituent to include in the report. The information available depends on the type of constituent selected, such as individual or household. You can also select which categories of information about the constituent to include in the profile. To include a category of information in the report, select its checkbox in the Include box. To update the report with the selected information, click Refresh. Note: You cannot select a checkbox if its information category does not appear on the constituent record. Constituent Recognition Credit Report To view recognition credit information for a selected group of constituents, run the Constituent Recognition Credit Report. For example, to prepare to create the Honor Roll list at the end of the month, run the Constituent Recognition Credit Report to correctly recognize constituents for the recognition type of Honor Roll. For each constituent in the report with recognition credit, the Constituent Recognition Credit Report displays the constituent name, constituent type, and primary address. The report also displays a sub report that lists the recognition type, the effective date, and the recognition amount associated with recognition credit. The sub report also displays the donor name for the revenue associated with recognition credit.

26 18 C HAPTER 3 When you run a Constituent Recognition Credit Report, filter by specific selections to narrow the data that appears in the report. Filters for the Constituent Recognition Credit Report include: Include To filter by a specific constituent query selection based on criteria you defined, click the binoculars to search for the selection. Depending on your security rights and system role, you can add and edit queries. Date To narrow the results, select the date range for which to view constituent recognition credit information. from To narrow the report by a specific date range, click the calendar icon to select a start date. to To narrow the report by a specific date range, click the calendar icon to select an end date. Recognition type Select a recognition credit type to filter the report. For example, select Spouse. When you generate a report, you can use the toolbar buttons to modify how you view the report. The toolbar buttons are common to all reports. For more information about the report toolbar, see the General Features Guide. View the Constituent recognition credit report 1. From Constituents, click Constituent recognition credit under Reports. The Constituent Recognition Credit Report screen appears. 2. Click Include and select the records to include. Select All records, Selected records, or Specific record. If you select Selected records or Specific record, in the field that appears, click the binoculars to search for the constituent records to include in the report. 3. Enter the date range to filter the report. In the Date field, select a date for which to view constituent recognition credit information. If, in the Date field, you select Specific date, in the next field, click the calendar and select the date for which to view constituent recognition credit information. The report will display information only for the date you select. 4. In the Recognition type field, select a recognition type to filter the report. For example, select Spouse. 5. Click View Report. The program generates and displays the report. Tip: After you click View Report, you can stop the program from generating the report, such as if you decide to generate the report for a different date range. To stop the program when it is generating the report, click the Stop Rendering button on the toolbar. The message Report processing was cancelled appears. 6. To close the report and return to the previous page, on the shell toolbar, click the Back button.

27 CONSTITUENT REPORTS 19 Giving Level Program Report With the Giving Level Program report, you can view which constituents are members of each level of a giving level program. The report shows summary revenue information about the levels within a program and information about each constituent who reaches a level in a giving program. The report shows the total given, percent of total, number of donors, and number of donations for each level, and the total given and number of donations for each constituent within a level. To view a detailed giving summary of a constituent, click the name of the constituent in the report. To access the report from Constituents, click Giving level programs under Configuration. On the Giving Level Program page, select the program to include in the report and click View Report on the action bar. In the Selection field, click the binoculars to search for and select a constituent selection to include in the report. To include all constituents in the report, leave this field blank. To run the report, click View Report. You can print the report or export it in several different formats.

28 20 C HAPTER 3 Tribute Reports From the Tributes page, you can generate constituent tribute reports. A constituent tribute is a form of constituent recognition. With tributes, you can indicate whether to recognize a donation to your organization in relation (or tribute) to someone else. Constituent Tributes Report The Constituent Tributes Report displays the tributes associated with selected constituents. For each constituent, the name appears and whether the constituent is active or deceased. The report also displays the constituent s primary address and all tributes associated with the constituent. For each tribute, the report provides the tribute text, whether the tribute is active, the date the tribute was created, how the constituent is associated with the tribute (tributee or acknowledgee), and the total revenue applied to the tribute. From the report, you can click a constituent s name to go to the constituent record and click the tribute text to go to the tribute record. To access the report from the Tributes page or Constituents, click Constituent tributes under Reports. The Constituent Tributes report page appears. At the top of the report, click Include and select whether to include all records, selected records, or a specific record. If you select Selected records, click search for and select the selection of records to use. If you select Specific record, search for and select the constituent. You can then select a tribute date and tribute type. After you define the parameters for the report, click View Report. Note: To access the Constituent Tributes Report from Analysis, click Tribute reports and then Constituent tributes. You can print the report or save the report as an Excel spreadsheet or Acrobat PDF file.

29 CONSTITUENT REPORTS 21 Tribute Revenue Report The Tribute Revenue Report displays the revenue records applied to selected tributes. For each tribute, the tribute text, tributee, whether the tribute is active or inactive, the date created, and the total revenue applied to the tribute appears. For each tribute, the report displays the donors for the tribute, revenue types, revenue dates, and revenue amounts. From the report, you can click a constituent s name to go to the constituent record and click the revenue type to go to the revenue record. To access the report from the Tributes page, click Tribute revenue under Reports. The Tribute Revenue report page appears. At the top of the report, click Include and select whether to include all records, selected records, or a specific record. If you select Selected records, search for and select the selection of tributes to include. If you select Specific record, search for and select the tribute. You can then select a date or date range and type of the tribute or appeal and designation of the revenue transaction. Once you define the parameters for the report, click View Report. Note: To access the Tribute Revenue Report from Analysis, click Tribute reports and then Tribute revenue. You can print the report or save the report as an Excel spreadsheet or Acrobat PDF file. Industry Analysis Reports The industry segmentation reports provide basic information about individuals or organizations grouped by industry, along with giving totals. You can use these reports to analyze giving trends by industry and target future solicitations.

30 22 C HAPTER 3 Individual Industry Segmentation Report The Individual industry segmentation report provides basic information about constituents grouped by industry. The report includes a breakdown for comparison of constituent giving and organization. A constituent could show up under different industries in the report, if the individual is associated with multiple organizations. You can use this report to analyze giving trends by industry and target future solicitations. From Analysis, click Constituent reports, then Individual industry segmentation. Set the report parameters and click View Report. Organization Industry Segmentation Report The Organization industry segmentation report provides basic information about organizations grouped by industry. The report includes a breakdown for comparison of organization size, giving, and number of employees who are also constituents. You can use this report to analyze giving trends by industry and target future solicitations.

31 CONSTITUENT REPORTS 23 From Analysis, click Constituent reports, then Organization industry segmentation. Set the report parameters and click View Report. Committee Fundraising and Giving Report The Committee fundraising and giving report is available for committees that can solicit revenue. It provides revenue information about how much the committee has raised as a Solicitor along with how much they have given themselves (as individual committee members and as the committee). In the giving summary for the group members, additional information about the group members is shown, such as group membership dates. If the committee has goals or helps coordinate events, that information is also included.